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Administration Guide

Create or edit an admin

Create or edit an admin

To create or edit an administrator:
  1. In the Admins tab:

    1. Click Create to create a new administrator.

    2. Select an administrator and click Edit to edit the administrator.

      When editing an administrator, the fields are same as those that appear when creating an administrator.

  2. Enter or update the following information:

    Field

    Required

    Description

    First Name

    Y

    Enter the first name of the administrator.

    Last Name

    Y

    Enter the last name of the administrator.

    Email

    Y

    Enter the email address of the administrator.

    Password

    Y

    Enter the password of the administrator.

    The password must meet the requirements set by the password policy.

    Confirm Password

    Y

    Confirm the entered password.

    Enable Password Policy

    N

    Enable or disable a password policy for this administrator.

    If enabled:

    • In Must Contain, select the following types of characters that the password must contain:

      • Uppercase Letters

      • Lowercase Letters

      • Numbers (0-9)

      • Special Characters

    • In Minimum Length, enter the minimum number of characters a password must contain.

    This field is only available when creating a new administrator.

    Contact Information

    Address 1

    N

    Enter the address of the user.

    Address 2

    N

    Use this field to continue the address.

    City

    N

    Enter the city name.

    State

    N

    Enter the state or province name.

    Country

    N

    Enter the country name.

    Zip

    N

    Enter the postal code.

    Phone

    N

    Enter the phone number.

    Fax

    N

    Enter the fax number.

    Profile

    From the dropdown, select a profile. See Admin profiles.

    Active

    Set the administrator status to active or inactive.

    Enable Two-factor Authentication

    Enable or disable two-factor authentication.

  3. Click Save.

Create or edit an admin

Create or edit an admin

To create or edit an administrator:
  1. In the Admins tab:

    1. Click Create to create a new administrator.

    2. Select an administrator and click Edit to edit the administrator.

      When editing an administrator, the fields are same as those that appear when creating an administrator.

  2. Enter or update the following information:

    Field

    Required

    Description

    First Name

    Y

    Enter the first name of the administrator.

    Last Name

    Y

    Enter the last name of the administrator.

    Email

    Y

    Enter the email address of the administrator.

    Password

    Y

    Enter the password of the administrator.

    The password must meet the requirements set by the password policy.

    Confirm Password

    Y

    Confirm the entered password.

    Enable Password Policy

    N

    Enable or disable a password policy for this administrator.

    If enabled:

    • In Must Contain, select the following types of characters that the password must contain:

      • Uppercase Letters

      • Lowercase Letters

      • Numbers (0-9)

      • Special Characters

    • In Minimum Length, enter the minimum number of characters a password must contain.

    This field is only available when creating a new administrator.

    Contact Information

    Address 1

    N

    Enter the address of the user.

    Address 2

    N

    Use this field to continue the address.

    City

    N

    Enter the city name.

    State

    N

    Enter the state or province name.

    Country

    N

    Enter the country name.

    Zip

    N

    Enter the postal code.

    Phone

    N

    Enter the phone number.

    Fax

    N

    Enter the fax number.

    Profile

    From the dropdown, select a profile. See Admin profiles.

    Active

    Set the administrator status to active or inactive.

    Enable Two-factor Authentication

    Enable or disable two-factor authentication.

  3. Click Save.